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The online NAILBA Case Manager Certification Curriculum, and accompanying exams, were created in partnership with a Field Development Committee comprised of experienced case managers within NAILBA member firms, carrier liaisons, and subject matter experts. We are grateful for their hard work and involvement and are proud to recognize their efforts below.


Abby Milner Mann – Vice President, New Business The Milner Group
Leah Mahoney, FLMI, PCS – Director of Operations Diversified Brokerage Services, Inc.
Carolyn Sampson – Sr. Vice President of New Business The National Benefit Corp
Kany MacLellan – AVP, Underwriting and New Business Brokers’ Service Marketing Group
Haley Chaires – Life Relationship Manager Ash Brokerage
Helena Roberts – Vice President
Life Solutions, Underwriting, and New Business
Lincoln Financial Group
Heather Dowd – Sr. Training Consultant
Life Solutions, Underwriting & New Business
Lincoln Financial Group
Amanda Singer, FLMI, ACS – Vice President Crump Life Insurance Services
Tiffany Markarian – Managing Director and Founder Advantus Marketing, LLC
Peri Lane – Owner Apis Productions


Andrea Caruso – Executive Vice President and Chief Operating Officer MIB Group, Inc.
Melinda Meyer – President Aspen Strategies, LLC
Joangel Concepcion – Director, Memebership and Digital Engagement NAILBA
Jane Riley – Chief Compliance Officer The Leaders Group, Inc.
Alaina Winson – Support and Services Manager / Operations Project Manager Diversified Brokerage Services, Inc.
Dawn Goss – Licensing and New Account Specialist Diversified Brokerage Services, Inc.
Lori-Anne Walker – Chief Underwriter Diversified Brokerage Services, Inc.
Jann Varner, FLMI – Case Design Team Manager Diversified Brokerage Services, Inc.
Brandon Johnsen – Senior Case Design Analyst Diversified Brokerage Services, Inc.
Shannon Daly – Product Analyst, Individual Life Lincoln Financial Group